Wealth Dashboard

Net worth

tracked assets

Life coverage

total benefit (SGD)

Cash & savings

liquid assets

Investments

portfolio value

Retirement

total saved

Net worth over time

Wealth allocation

Coverage analysis

Add data to see coverage gaps.

Add policy

Policy name / insurer

Policy type

Inception date

Death benefit ($)

Annual premium ($)

Expiry / term end

Next premium due

Payment frequency

Critical illness cover ($)

Total perm. disability ($)

Beneficiary

Cash value ($)

Add plan

Plan name / insurer

Plan type

Inception date

Annual premium ($)

Annual deductible ($)

Out-of-pocket max ($)

Coverage limit ($/yr)

Renewal date

Next premium due

Payment frequency

Critical illness cover ($)

Total perm. disability ($)

Notes

Add account

Account name / bank

Account type

Currency

Balance

Interest rate (%)

Notes

Add position

Ticker / symbol

Name / description

Asset class

Sub-asset class

Geographic exposure

Currency

Number of shares / units

Cost basis per share

Purchase date

FX rate at purchase

FX pair (e.g. USD/SGD)

Transaction fee ($)

Ongoing fee / TER (% p.a.)

Broker / platform

Link to ILP policy

Annual dividend yield (%)

Dividend frequency

Add ILP policy

ILP product

Policy name / reference

Policy currency

Single premium paid

Premium cashback received

Reduces effective cost basis for capital gain calculation

Commencement date

Life assured age at start

Life assured sex

Death benefit (sum assured)

Beneficiary

Current fund value (manual)

Value as at date

CPF (Singapore) balances

Ordinary Account (OA) S$

Special Account (SA) S$

MediSave Account (MA) S$

Retirement Account (RA) S$

Monthly CPF contribution S$

Full Retirement Sum (FRS) S$

Add other retirement account

Account name

Account type

Current balance (S$/US$)

Currency

Annual contribution

Employer match (%)

Target retirement age

Personal details

Full name

Date of birth

Nationality

NRIC / Passport

Phone

Address

Financial profile

Occupation

Employer

Annual income (S$)

Monthly expenses (S$)

Risk appetite

Investment horizon

Target retirement age

Dependants

Goals & notes

Financial goals

Advisor notes

AI Analysis — Anthropic API Key

Required for the AI analysis panel. Get your key at console.anthropic.com. Stored locally only.

☁ Cloud sync

Push and pull your portfolio data to/from your Cloudflare Worker (stored in KV). Keeps your iPad and desktop in sync. Use the same SYNC_TOKEN secret you set in your Worker.

Sync token

Proxy URL — Yahoo Finance

This dashboard fetches prices through a small Cloudflare Worker proxy you deploy once for free. It covers US & SGX ETFs, mutual funds, stocks, crypto, forex — all via Yahoo Finance.

One-time setup (5 minutes):
1. Install Node.js if you don't have it — nodejs.org
2. Run in your terminal: npm install -g wrangler
3. Run: wrangler login — this opens Cloudflare in your browser (free account)
4. In the folder with your worker files, run: wrangler deploy
5. Copy the URL it gives you (looks like https://wealth-dashboard-proxy.YOUR-NAME.workers.dev)
6. Paste it below and click Save.

Ticker format guide

US stocks/ETFs: AAPL, VOO, QQQ, SPY, BND
SGX ETFs/stocks: ES3.SI, D05.SI, O39.SI, CLR.SI
Mutual funds: VFIAX, FXAIX, PRLAX (US-domiciled)
Crypto: BTC-USD, ETH-USD, SOL-USD, BNB-USD
FX pairs: Fetched automatically for USD/SGD conversion

Data management

Approved fund list — Inflation & rebalance

Enter the insurer-approved funds Claude can recommend. One fund per line. Leave blank to allow open-ended recommendations.